AI Companies Will Converge; Data Portability Kills Moats
davidpattersonx · x · 2026-08-15
davidpattersonx argues that gaps between AI companies will vanish as AI reaches its limit, with all companies catching up within a year. The only potential moat is user data, but AI memories stored as text files are portable; a government mandate for portability would eliminate moats, making AI a low-cost commodity.
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